Lexington Wealth Management
Empathize.
Review Client Info to Understand the Client, Users, & Overall Goal
Role: Twenty Over Ten / Web Design Intern
Client: Lexington Wealth Management / Fiduciary Financial Advisor
Target Audience: Medical Device & Pharmaceutical Sales Professionals
Goal: Make complex money matters less confusing and stressful
Plan.
Review Intake Form, Copy, & Additional Notes from Client
Greenery/Nature/Grasslands
Home Page Video
Tab Switcher on Home Page
Icons & Column Cards
Scrolling Website (IRIS Framework)
Logo
Imagery Inspiration
Design.
Color Palette
The yellow-green and onyx were inspired by the logo colors and I chose a darkish green-blue as the accent color to compliment the main colors used throughout the site. The yellow-green was reflective of the imagery the client desired which consisted of nature, specifically grasslands, and the colors together were tested for visual accessibility.
Typeface
Home Page
As the client wanted green imagery, I figured a video similar to this one on the homepage would stand out and capture the attention of the user.
To highlight the differences between Lexington Wealth Management and other fiduciaries, I designed three styled cards with icons and descriptions.
Services & Prices Page
We wanted to further relay the idea that Lexington Wealth will provide you with high-quality planning services in your best interest. Therefore, we asked the user if they experienced being ignored by advisors or were not able to meet asset minimums, creating a comfortable conversation to lead to a trustworthy relationship.
I styled the bulleted list with plus signs and used a horizontal ruler to distinguish the “question” and “answer” sections clearly to the user. The icons act as symbols to represent the meaning of the different sections so the user can get an idea of the description with a quick glance.
In order to emphasize the different wealth management services offered, I included a list with descriptive icons.
The user can also get information on the fee planning by taking a look at cards designed to make the different plans easy to understand. In the case that the user has any further questions, there is a button for the user to reach out to the company.
Footer
Display affiliation logos clearly along with contact information and disclosures.
Revise.
Make Draft Revisions Based On Feedback From Senior Designer & Client
Change accent color to burgundy
Update to lake & mountain imagery
Change footer color to lighter green
Tab switcher to styled cards
Bold keywords to draw attention
Add callout with logos
Live.
After the pre-flight checklist & final reviews, the website goes live.
Take a Look at the Final Website
Note: There may be changes made to the website.
